09/27/2024
More than a quarter of SJP's funds do not deliver value
Of the 45 funds within the SJP range, 70 per cent were deemed to represent good value - a 10 percentage point increase on last year’s total.
Wealth and Asset Management
09/27/2024
Janet Yellen Sees Lessons from Credit Suisse Failure
he name is already fading from view in international circles, increasingly replaced by the brand of the last major Swiss bank standing – UBS.
09/27/2024
Investec announces new 60% LTV mortgage for high-net-worth clients
The interest rate environment has really improved for borrowers
09/27/2024
State Street Global Advisors gears up for new ETF disruption
Senior executive says strategy not only takes in private asset potential, but structured products and wealth management
09/27/2024
Beware the bandwagons in the wake of the BoJ
The Bank of Japan’s relatively dovish September meeting statement sent the USDJPY higher, which should in turn also prove supportive for Japan’s equity market.
09/27/2024
UBS in talks to form Indian minority-owned wealth joint venture, sources say
This may be the second country in the Asia-Pacific region where UBS enters an equity partnership with a local player
09/27/2024
Citi and Apollo Announce $25 Billion Private Credit, Direct Lending Program
The program will join Citi’s expansive banking client reach, origination and capital markets expertise with Apollo’s scaled, extensive capital base.
09/26/2024
Banque Havilland (Monaco) enters into exclusive negotiations
The Consortium will be well positioned to strengthen the balance sheet and build the business going forward.
09/26/2024
Schroders Capital receives regulatory approval for first wealth LTAF
The majority launched to date have allowed defined contribution (DC) investors to access private markets and have been structured as Authorised Contractual Schemes.
09/26/2024
Expansion of Wealth Connect scheme gets Chinese funds flowing
‘Southbound’ investors were initially attracted to deposits but may diversify as interest rates — and restrictions — fall
09/26/2024
Saxo Bank Aims for the Crown in Switzerland
Since the collapse of Flowbank, it has become clear that competing in the Swiss digital banking market is no easy feat.
09/26/2024
The Great Wealth Transfer: preparing for the biggest generational wealth shift in history
The Baby Boomers – who are today reaching retirement age – have amassed a collective fortune unlike any generation before them.
09/26/2024
SEB Implements Broadridge’s International Post-Trade Processing Solution
Transforming, simplifying and optimizing the trading and operations lifecycle while extending strategic relationship
09/26/2024
HSBC’s Merged Wealth Product Team Pays Dividends
The merged structure has paid dividends via new assets.
09/26/2024
Saga of Banque Havilland: Entry of a Heavyweight
One name in particular stands out: Martin Gilbert, founder of the asset manager Aberdeen (now Abrdn), is a heavyweight in the industry.
09/26/2024
Importance of embracing change highlighted at Jersey Finance Private Wealth Conference
This was the message from speakers at this year’s Jersey Finance Private Wealth Conference.
09/26/2024
Citibank to shut last ‘transactional’ branch in S’pore next month as it eyes wealthy customers
Citi Singapore says it has invested in its digital banking infrastructure and “nearly all daily transactions can now be done on the Citi Mobile App”.
09/25/2024
When generations collide: how younger investors will change the shape of wealth management
America is at a tipping point where Baby Boomers, who have dominated the wealth market for decades, are gradually passing the baton to younger generations.
09/25/2024
ABN AMRO & Techstars Future of Finance Accelerator class of 2024 announced
They will also gain invaluable exposure to ABN AMRO’s operations, with the opportunity to explore commercial pilots with the bank.
09/25/2024
Global equity boutique Goshawk AM acquires Vermeer IM
The Vermeer Global Fund was launched in December 2016 and domiciled in Dublin